Revenue segments as reported by the company.

EMEA

APAC

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Cloudflare

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration and Cloudflare marketplace. The company was founded by Matthew Prince, Michelle Zatlyn and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Earnings data Q4 2020

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Cloudflare reports strong Q4 earnings, eyes growth through efficiency

Cloudflare's Q4 2022 showcased robust financial performance, strong customer acquisition, and efficient cost management, positioning the company for continued growth.
The company's focus on new products, market expansion, and strategic partnerships like Shopify underscores its commitment to innovation and market leadership.
While challenges exist in achieving higher net retention and balancing expenses with growth, Cloudflare's unique market position and product offerings present significant opportunities for future success.

Cloudflare reports robust Q1 revenue growth amidst sales challenges

Cloudflare's Q1 2023 showed strong revenue growth and operational performance, despite facing challenges in sales cycles and customer expansion. The company remains focused on improving sales team effectiveness, operational efficiency, and seizing growth opportunities.

Cloudflare reports robust Q2 performance amidst challenges and growth opportunities

Cloudflare's Q2 performance was strong, marked by revenue growth, customer additions, and operational stability, despite challenges in net retention rate and regional market dynamics.
The company's strengths lie in high gross margins, differentiated platforms, and competitive advantages in handling AI workloads and data security.
Challenges include maintaining revenue growth, addressing regional market variations, and competing with established vendors in the Zero Trust space.
Opportunities for Cloudflare include growth in AI and inference markets, expanding Zero Trust Solutions, and strategic collaborations to enhance market positioning.

Cloudflare reports robust Q3 earnings, eyes AI and security growth

Cloudflare's Q3 performance reflects strong revenue growth, operational efficiency, and customer value expansion.
The company's strategic focus on profitability, AI innovation, and network security strengths underpin its competitive edge.
While challenges in managing costs and refining monetization strategies exist, Cloudflare is well-positioned to leverage AI opportunities and market demand for security solutions.
Overall, Cloudflare's balanced approach to growth and profitability, coupled with its unique offerings, sets a solid foundation for future success.

Cloudflare reports robust Q4 earnings, eyes AI opportunities in 2024

Cloudflare's Q4 2023 showcased strong financial performance, notable customer growth, and strategic deal acquisitions. With a focus on AI initiatives, cybersecurity solutions, and expanding market segments, Cloudflare is poised for continued success in 2024.

Cloudflare posts strong Q1 earnings, eyes AI growth opportunities

Cloudflare's Q1 performance reflects robust revenue growth, operational efficiency, and strategic investments in AI and product development.
While facing challenges from macroeconomic uncertainties and evolving enterprise sales, the company leverages its strengths in high-margin products and subscription-based model.
Opportunities lie in upmarket growth, new product launches, and acquisitions, positioning Cloudflare for continued success and revenue growth acceleration.

Cloudflare reports stellar Q2 results, poised for continued growth

Cloudflare's Q2 2024 performance showcased robust financials, operational strength, and market expansion, positioning the company for sustained growth.
With a focus on sales effectiveness, product innovation, and network security solutions, Cloudflare is well-positioned to capitalize on market opportunities.
While challenges like market competition and customer retention persist, Cloudflare's strategic focus on efficiency and innovation bodes well for future success.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

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Income tax payable

Non-current liabilities

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Total equity

Stockholders equity

Minority interest

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Book value per share

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Change in working capital

Cash from investing

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Purchase/sale of investments

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Other sources

Cash from financing

Change in stock

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

The edge computing leader is looking to 5X its annualized revenue over the next five years.

Cloudflare Sets Ambitious, and Realistic, Growth Target

A solid performance and robust outlook weren't enough to sooth jittery investors.

Why Cloudflare Stock Got Crushed Today

Salesforce

CrowdStrike

Fortinet

MongoDB

ServiceNow

Okta

Palo Alto Networks

First Trust Cloud Computing ETF

Snowflake

Atlassian

Twilio

WisdomTree Cloud Computing Fund

Workday

The lining in cloud-software stocks Friday was blood red instead of silver.

The cloudburst is upon us: Cloud-software stocks suffering worst declines on record

Investors pummeled software stocks Atlassian, Twilio and Cloudflare for issuing weak guidance amid expectations the economy will slow. The post Software Stocks Atlassian, Twilio, Cloudflare Take A Beating On Guidance appeared first on Investor's Business Daily.

Software Stocks Atlassian, Twilio, Cloudflare Take A Beating On Guidance

Cloudflare, Inc. (NYSE:NET ) Q3 2022 Earnings Conference Call November 3, 2022 5:00 PM ET Company Participants Jayson Noland - Head, IR Matthew Prince - Co-Founder, Chairman & CEO Thomas Seifert - CFO Conference Call Participants Philip Winslow - Crédit Suisse Matthew Hedberg - RBC Capital Markets Brent Thill - Jefferies Hamza Fodderwala - Morgan Stanley James Fish - Piper Sandler & Co. James Breen - William Blair & Company Fatima Boolani - Citi Shaul Eyal - Cowen and Company Andrew Nowinski - Wells Fargo Securities Operator Good day, everyone, and welcome to the Cloudflare Q3 2022 Earnings Call. At this time, I would like to hand the call over to Mr.

Cloudflare, Inc. (NET) Q3 2022 Earnings Call Transcript

The internet infrastructure company is seeing a slight deceleration in new customer growth.

Cloudflare Shares Slip Despite Q3 Profits Above Estimates

Cloudflare Inc. shares fell in the extended session Thursday even after the cybersecurity company's results and forecast topped the Wall Street consensus.

Cloudflare stock drops more than 10% after results, outlook top Street view

SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the security, performance, and reliability company helping to build a better Internet, today announced financial results for its third quarter ended September 30, 2022.

Cloudflare Announces Third Quarter 2022 Financial Results

Bill.com

Paycom Software

Qualtrics International

ZoomInfo Technologies

Cloud stocks were as investors worried anew about the implications of interest rates continuing to shoot upward.

Cloud stocks creamed as Fed indicates more rate hikes are coming

Datadog

Cloudflare and Datadog stock have had rough years, but the future is bright.

2 Stocks Wall Street Thinks Could Deliver 50% or More Upside

Cloudflare's (NET) Q3 performance is likely to have witnessed solid demand for security solutions and the benefits of its recurring subscription-based business model and diversified customer base.

Cloudflare (NET) to Report Q3 Earnings: What's in the Offing?

Cloudflare is a leading cloud-native CDN and cybersecurity company. It's been a tough year for shareholders, with NET stock down 70% in the last 12 months.

Cloudflare Q3 Earnings: Time To Shine?

Cloudflare has obviously missed the destruction train in November 2021 since the stock is still trading at absurdly high valuations despite a -73.87% plunge. The company continues to embrace an aggressive growth-at-all-cost strategy, leading to compressed margins and increased SBC/share dilution ahead.

Cloudflare: Still Trading At Bubble Valuations - Minimal Profitability Ahead

Cloudflare is an investment on the growth of the internet or more specifically, a faster internet. It is the runaway leader in what I believe to be a "winner takes most" market.

Cloudflare Is Down 70% But Growth Is Accelerating: The Giant Will Awaken

Cloudflare is down +75% from its highs. And when a stock is down so much, it's really easy to be bearish and highlight what's wrong with the company. Cloudflare will report Q3 earnings next week. I distill my bull case into this, will Cloudflare convince investors that it can continue to eke out a 50% CAGR in 2023?

Cloudflare: Really Difficult To Stay Bearish

Amplify Cybersecurity ETF

Why Eric Fry is Buying

There are several reasons to buy, but can the stock overcome valuation concerns and a declining market?

2 Reasons to Buy Cloudflare Stock, and 1 Reason to Sell

Roku

Warren Buffett's timeless advice on investment timing is particularly relevant right now.

"Be Greedy When Others Are Fearful": 2 Growth Stocks to Buy Now in a Bear Market

Cybersecurity and network traffic specialist Cloudflare gained 13% Monday in heavy trading volume following a Wells Fargo upgrade and price target increase.

Cloudflare Lights Up With 13% Gain After Wells Fargo Upgrade

Cloudflare Inc (NYSE: NET) ended more than 10% up on Monday after a Wells Fargo analyst turned bullish on the content delivery and cybersecurity company. Cloudflare could climb another 30% On Monday, Andrew Nowinski upgraded the San Francisco-headquartered firm to “overweight”.

Cloudflare should be a $65 stock: Wells Fargo

The cloud computing specialist got a little love from Wall Street.

Why Cloudflare Stock Was on Fire Monday

Cloudflare stock jumped after an analyst upgraded the company's shares to overweight ahead of the company's third-quarter earnings report. The post Cloudflare Stock Jumps On Analyst Upgrade Ahead Of Earnings Report appeared first on Investor's Business Daily.

Cloudflare Stock Jumps On Analyst Upgrade Ahead Of Earnings Report

Cloud-based security specialist Cloudflare (NYSE: NET ) hasn't exactly been a rainmaker for its shareholders this year. However, NET stock is heading north today.

Cloudflare (NET) Stock Gains 12% on Wells Fargo Upgrade

Cloudflare (NYSE: NET), like most tech stocks in 2022, has not had a very productive trading year, as the stock

Cloudflare CEO offloads $9.2 million worth of shares in October – here's what we know

Snowflake, CrowdStrike, and Cloudflare are all great growth plays.

News for Cloudflare Stock (NET)